The Information Management Roadmap

1. The Information Management Roadmap Bill Laberis, Host, Computerworld Thornton May, IT Leadership Academy Mark Moorman, SAS Henry Morris, IDC

2. Q&A Please send your questions using the “Ask a question” text area

3. Panelists • Bill Laberis, Vice President of Customer Content Strategy, Computerworld • Thornton A. May, Futurist, Executive Director and Dean of the IT Leadership Academy • Mark Moorman, Advisor, Office of the CTO, SAS • Henry Morris, Senior Vice President for IDC’s Worldwide Software and Services Research Groups

4. Technologies Viewed as Components of Information Management Information management is defined in the involvement screener as efforts focused on assessing, monitoring and improving data integrity and the flow of information. This would include data management and data integration efforts as well as business intelligence, analytics and aspects of performance management initiatives. Q6: Which of the following technologies do you view as components of information management? Base: 182

5. Importance of IM Efforts to Overall IT Strategy (NET) Very Important/Important = 86% Q9: Please rate the importance of your organization’s information management efforts to its overall IT strategy. Base: 182

6. Key Challenge to Information Management Efforts Q11: What is the key barrier of your organization’s information management efforts? Base: 182

7. The Information Management Roadmap • What is IM and why should it matter to IT management? • Relationship between IM and operational BI • Leveraging what you already have in place • IM roadmap – getting there from here

8. Unified Access, Analysis & Management ERP CRM PLM Executives Structured SCM Managers HR Financial Analysts Unified Access Unified Mgmt (Policy Hub for retention, security, master data management) Clickstream Business Analysts Spreadsheets XML Enriched Metadata (Semantic + Structured) Semi-structured Quantitative Analysts Forms Industry standards (UCCNet, HL7 SWIFT, FIX) LOB Staff Suppliers Partners RSS Unstructured Web Customers Documents Government Email IT Staff Annotations Rich Media Image Video Audio

9. Managing Master Data via a Policy Hub Query & Reporting Trans.data Trans.data Masterdata Trans.data Meta data Masterdata Masterdata Marketing Budgeting Meta data Meta data Collect Collect Publish Publish Trans.data Trans.data POLICY HUB Master Data: Hierarchies, Rules, Policies, References Publish Analytic Transactional Masterdata Masterdata Finance BPM Collect Meta data Meta data Publish Collect Trans.data Trans.data Trans.data Masterdata Meta data Masterdata Masterdata Procurement Planning DW Meta data Meta data Collaborative Collect Publish Publish Collect Publish Publish Collect Collect

10. Business Analytics Forecast 10.5% Total CAGR

11. Unstructured and Semistructured Data The Dark Matter for IT Structured data Relational databases, structured data files, system/application data and logs that reside in a data store, defined by a catalog (table definitions)/data model accessible via SQL or Object definitions. This data has a characteristic of being contextualized by the heading (field name) and possibly defined in relation to other "fields.” This data is also capable of being processed in a simple manner, summed or aggregated, etc. Unstructured data Most of the information that resides in organizations is unstructured in nature – images, content of Web documents, standard documents, audio, video and correspondence. This type of information is typically difficult to find effectively if nothing has been done to make the data accessible, such as putting it into a content management system and tagging it with metadata. 25% 5% 70% Semistructured data houses structure with freeform elements (e.g., e-mails) and has structure and context to specific elements in the header, but is freeform text in the body. Semistructured data comes in many forms. Semistructured data is also formed when unstructured data is combined with metadata, making it accessible by search engines via indexing schemas. This is the ideal state for naturally unstructured data within organizations.

12. The Information Management Roadmap • What is IM and why should it matter to IT management? • Relationship between IM and operational BI • Leveraging what you already have in place • IM roadmap – getting there from here

13. The Information Management Roadmap • What is IM and why should it matter to IT management? • Relationship between IM and operational BI • Leveraging what you already have in place • IM roadmap – getting there from here

14. Intelligent Process AutomationCombining BI and Business Process Management Automating repeatable, operational decisions • Roots in operations research (e.g., airlines, supply chain) • Continuous in-process, rather than after the fact data integration • Agents are knowledge/information workers • Integrated collaboration In response to events • Run-time event-driven capabilities, including business activity monitoring or BAM • Event-monitoring triggers process • Exception handling (branch of straight-through process) • Access to structured and unstructured data in context Where analytics drives the workflow • Predictive models evaluate alternatives • Optimization considers risks, probabilities • Complex rules definition, review, and execution

15. More BI Adoption in an Organization

16. The Information Management Roadmap • What is IM and why should it matter to IT management? • Relationship between IM and operational BI • Leveraging what you already have in place • IM roadmap – getting there from here

17. The Information Management Roadmap • What is IM and why should it matter to IT management? • Relationship between IM and operational BI • Leveraging what you already have in place • IM roadmap – getting there from here

18. Process Visibility and Compliance Source: “ROI, Automation, and the Financial Close Process” (Kathleen Wilhide and Scott Tiazkun, IDC #204604, December 2006).

19. The Information Management Roadmap • What is IM and why should it matter to IT management? • Relationship between IM and operational BI • Leveraging what you already have in place • IM roadmap – getting there from here

20. The Information Management Roadmap • What is IM and why should it matter to IT management? • Relationship between IM and operational BI • Leveraging what you already have in place • IM roadmap – getting there from here

21. Towards a Unified View of the Customer What should the business do? Change the business process Stage Three Decision Make tactical/strategic changes based on analytics Make changes based on external disruptive influences Who are our customers? Transaction Contact Information Customer Purchase History Billing Information Stage One What does the transaction data tell us? Promotional History Customer Segmentation Macro Variances Stage Two Analytic Business Processes Impact

22. Human Capital Infrastructure Knowledge Processes Culture Organizational Readiness Information Evolution Model • Five Levels of Evolution • Level 5:Innovate - Expand top line • Level 4:Optimize - Optimize bottom line • Level 3:Integrate - Enterprise view • Level 2:Consolidate – Departmental silos • Level 1:Operate - Individual focus • Four Critical Dimensions • Human Capital • Knowledge Processes • Culture • Infrastructure

23. The Information Management Roadmap • What is IM and why should it matter to IT management? • Relationship between IM and operational BI • Leveraging what you already have in place • IM roadmap – getting there from here

24. Automotive Challenge Solution Results Detect and contain warranty and call center issues before they become widespread. SAS spots patterns in a wide range of data and text to pinpoint problems early, ensuring safety, quality and customer satisfaction. " SAS is helping us make discoveries so that we can address the core issues before they ever become problems – and we can make sure that we are addressing the right causes. We're talking about hundreds of millions of dollars in savings. "

25. Q&A Please send your questions using the “Ask a question” text area

26. The Information Management Roadmap To ask more questions of our presenters, or to request a copy of today’s slides, the written answers to the Q&A, or the list of references for further reading… Contact Jessica Horton at jessica.horton@sas.com

27. The Information Management Roadmap Bill Laberis, Host, Computerworld Thornton May, IT Leadership Academy Mark Moorman, SAS Henry Morris, IDC